JRI vs. BST
JRI (Nuveen Real Asset Income and Growth Fund) and BST (BlackRock Science and Technology Trust) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, JRI returned 7.07%/yr vs 20.10%/yr for BST. At a 0.44 correlation, their price movements are largely independent.
Performance
JRI vs. BST - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JRI achieves a -0.37% return, which is significantly lower than BST's 21.48% return. Over the past 10 years, JRI has underperformed BST with an annualized return of 7.07%, while BST has yielded a comparatively higher 20.10% annualized return.
JRI
- 1D
- -0.23%
- 1M
- 2.81%
- YTD
- -0.37%
- 6M
- -0.05%
- 1Y
- 10.67%
- 3Y*
- 16.99%
- 5Y*
- 5.46%
- 10Y*
- 7.07%
BST
- 1D
- 2.64%
- 1M
- 5.40%
- YTD
- 21.48%
- 6M
- 27.08%
- 1Y
- 43.07%
- 3Y*
- 22.50%
- 5Y*
- 4.54%
- 10Y*
- 20.10%
JRI vs. BST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JRI Nuveen Real Asset Income and Growth Fund | -0.37% | 26.76% | 16.27% | 10.08% | -20.87% | 29.19% | -19.47% | 45.67% | -17.12% | 21.71% |
BST BlackRock Science and Technology Trust | 21.48% | 23.65% | 17.96% | 30.07% | -38.28% | -0.35% | 69.27% | 34.57% | 8.84% | 57.43% |
Correlation
The correlation between JRI and BST is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2014 | 0.44 |
The correlation between JRI and BST shifts across timeframes, from 0.34 (1 year) to 0.48 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
JRI:
$351.23M
BST:
$1.66B
JRI:
$2.72
BST:
$15.06
JRI:
4.71
BST:
3.17
JRI:
4.11
BST:
5.96
JRI:
0.96
BST:
1.12
JRI:
$85.35M
BST:
$278.31M
JRI:
$56.69M
BST:
$423.37M
JRI:
$92.52M
BST:
$522.97M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JRI vs. BST — Risk / Return Rank
JRI
BST
JRI vs. BST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Asset Income and Growth Fund (JRI) and BlackRock Science and Technology Trust (BST). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JRI | BST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.47 | ||
| Sortino ratioReturn per unit of downside risk | -1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.39 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.81 | 2.76 | -1.95 |
| Martin ratioReturn relative to average drawdown | 2.97 | 8.87 | -5.90 |
Loading charts...
Drawdowns
JRI vs. BST - Drawdown Comparison
The maximum JRI drawdown since its inception was -60.74%, which is greater than BST's maximum drawdown of -47.72%. Use the drawdown chart below to compare losses from any high point for JRI and BST.
Loading charts...
Drawdown Indicators
| JRI | BST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.74% | -47.72% | -13.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -15.31% | +2.39% |
Max Drawdown (3Y)Largest decline over 3 years | -15.35% | -23.37% | +8.02% |
Max Drawdown (5Y)Largest decline over 5 years | -29.40% | -47.72% | +18.32% |
Max Drawdown (10Y)Largest decline over 10 years | -60.74% | -47.72% | -13.02% |
Current DrawdownCurrent decline from peak | -2.59% | -4.13% | +1.54% |
Average DrawdownAverage peak-to-trough decline | -9.03% | -12.96% | +3.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 4.76% | -1.24% |
Volatility
JRI vs. BST - Volatility Comparison
The current volatility for Nuveen Real Asset Income and Growth Fund (JRI) is 7.00%, while BlackRock Science and Technology Trust (BST) has a volatility of 9.75%. This indicates that JRI experiences smaller price fluctuations and is considered to be less risky than BST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| JRI | BST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.00% | 9.75% | -2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 16.86% | -4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.85% | 19.44% | -4.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.43% | 23.81% | -6.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 25.83% | -4.53% |
Dividends
JRI vs. BST - Dividend Comparison
JRI's dividend yield for the trailing twelve months is around 12.46%, more than BST's 8.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BST BlackRock Science and Technology Trust | 8.27% | 10.36% | 8.21% | 8.91% | 10.57% | 5.38% | 3.85% | 10.52% | 6.41% | 4.80% | 6.69% | 6.93% |
JRI Nuveen Real Asset Income and Growth Fund | 11.42% | 11.77% | 11.83% | 9.18% | 9.90% | 7.18% | 9.06% | 7.05% | 9.33% | 7.21% | 8.57% | 10.33% |
Financials
JRI vs. BST - Financials Comparison
This section allows you to compare key financial metrics between Nuveen Real Asset Income and Growth Fund and BlackRock Science and Technology Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
JRI and BST have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BST has higher volatility (9.75%) compared to JRI (7.00%). In terms of maximum drawdown, JRI dropped -60.74% vs BST's -47.72%.
BST currently has the higher Sharpe Ratio (2.17 vs 0.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for JRI and BST
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer